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VSCAX vs VSOIX
VSCAX vs VSOIX Comparison
Open Charts VSCAX vs VSOIX
Invesco Small Cap Value A
Price$25.63
Change-$0.18 (-0.70%)
VolumeN/A
Net Assets7.36B
Victory Sycamore Small Company Opp I
Price$47.96
Change-$0.66 (-1.36%)
VolumeN/A
Net Assets5.58B
VSCAX vs VSOIX Comparison Chart in %
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VSCAX vs. VSOIX commentary
Sep 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VSCAX is a Buy and VSOIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.36B vs. VSOIX (5.58B). VSOIX pays higher dividends than VSCAX: VSOIX (0.79) vs VSCAX (0.32). VSCAX was incepted earlier than VSOIX: VSCAX (26 years) vs VSOIX (18 years). VSCAX (1.12) is less costly to investors than VSOIX (0.89). VSCAX is a more actively managed with annual turnover of: 52.00 vs. VSOIX (37.00). VSCAX has a lower initial minimum investment than VSOIX: VSCAX (1000) vs VSOIX (2000000). VSCAX annual gain was more profitable for investors over the last year : 13.38 vs. VSOIX (-0.52). VSCAX return over 5 years is better than : 125.43 vs. VSOIX (29.73).
| VSCAX | VSOIX | VSCAX / VSOIX | |
| Total Expense Ratio | 1.12 | 0.89 | 126% |
| Annual Report Gross Expense Ratio | 1.12 | 0.89 | 126% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 9.017 | 1.675 | 538% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.36B | 5.58B | 132% |
| Annual Yield % from dividends | 0.32 | 0.79 | 41% |
| Returns for 1 year | 13.38 | -0.52 | -2,593% |
| Returns for 3 years | 44.74 | 3.11 | 1,437% |
| Returns for 5 years | 125.43 | 29.73 | 422% |
| Returns for 10 years | 39.80 | 28.85 | 138% |
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